Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.4B
AUM Growth
+$5.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1
+$641M
2
+$512M
3
+$215M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$197M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$137M

Top Sells

1
+$421M
2
+$93.5M
3
+$40.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$25.6M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$23.1M

Sector Composition

1 Technology 3.08%
2 Financials 1.33%
3 Consumer Discretionary 1.24%
4 Healthcare 1.2%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1.1M ﹤0.01%
5,014
-84
902
$1.09M ﹤0.01%
41,764
+1,270
903
$1.09M ﹤0.01%
15,393
-1,543
904
$1.09M ﹤0.01%
23,815
+22,160
905
$1.09M ﹤0.01%
63,706
+34,484
906
$1.08M ﹤0.01%
16,703
+708
907
$1.08M ﹤0.01%
6,042
+434
908
$1.08M ﹤0.01%
28,001
+377
909
$1.07M ﹤0.01%
5,976
+1,378
910
$1.07M ﹤0.01%
12,851
+2,705
911
$1.07M ﹤0.01%
16,354
+750
912
$1.06M ﹤0.01%
9,487
+2,720
913
$1.06M ﹤0.01%
10,239
-263
914
$1.06M ﹤0.01%
56,558
+11,948
915
$1.06M ﹤0.01%
22,724
-18,468
916
$1.05M ﹤0.01%
44,642
+9,537
917
$1.05M ﹤0.01%
75,435
+39,676
918
$1.04M ﹤0.01%
17,814
-465
919
$1.04M ﹤0.01%
11,037
+970
920
$1.04M ﹤0.01%
31,593
-268,406
921
$1.03M ﹤0.01%
33,242
-3,560
922
$1.03M ﹤0.01%
30,629
-2,445
923
$1.03M ﹤0.01%
54,383
+2,414
924
$1.03M ﹤0.01%
19,356
+302
925
$1.03M ﹤0.01%
26,433
+345
35 36
37
38 39